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Vanguard Utilities ETF
VPU

Overview Fund Activity

119 hedge funds and large institutions have $506M invested in Vanguard Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
13
Increased
44
Reduced
25
Closed
11
Calls
$1.25M
Puts
$387K
Net Calls
+$861K
Net Calls Change
+$372K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$95.2M
2
Bank of America
2
Bank of America
North Carolina
$83.2M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$40.4M
4
DBT
4
Dubuque Bank & Trust
Iowa
$6.61M
5
Wells Fargo
5
Wells Fargo
California
$24.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$4.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
VC
3
Vicus Capital
Pennsylvania
$1.04M
4
AP
4
Advisors Preferred
Maryland
$41.1K
5
RJA
5
Raymond James & Associates
Florida
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
Marco Investment Management
Georgia
$248K – – –
PI
77
Placemark Investments
Illinois
$244K +$14.2K +146 +6%
CAN
78
Cetera Advisor Networks
California
$235K -$36.1K -374 -13%
GA
79
Geneva Advisors
Illinois
$235K – – –
CCM
80
Covington Capital Management
California
$231K – – –
Vanguard Group
81
Vanguard Group
Pennsylvania
$228K +$228K +2,359 New
KTC
82
Kistler-Tiffany Companies
Pennsylvania
$226K -$94.2K -972 -29%
CWM
83
Cabot Wealth Management
Massachusetts
$225K – – –
PSI
84
Pinnacle Summer Investments
Virginia
$221K +$132K +1,428 +148%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$218K +$218K +2,256 New
TYCC
86
Texas Yale Capital Corp
Florida
$210K +$210K +2,170 New
FC
87
FIC Capital
New York
$204K +$204K +2,108 New
PAS
88
Partnervest Advisory Services
California
$184K – – –
LWM
89
LBA Wealth Management
Florida
$176K – – –
FHA
90
First Horizon Advisors
Tennessee
$169K – – –
IFWM
91
Institute for Wealth Management
Colorado
$159K -$45.1K -466 -22%
GT
92
Glenmede Trust
Pennsylvania
$145K – – –
CFN
93
Cordasco Financial Network
Florida
$135K – – –
1IC
94
1919 Investment Counsel
Maryland
$114K +$973 +10 +0.9%
CAL
95
Capital Advisors Ltd
Ohio
$99K – – –
TIM
96
Tortoise Investment Management
New York
$97K – – –
RIA
97
Regal Investment Advisors
Michigan
$88K – – –
KIG
98
Kessler Investment Group
Indiana
$73K – – –
PFG
99
Piershale Financial Group
Illinois
$61K +$480 +5 +0.8%
DADC
100
D.A. Davidson & Co
Montana
$48K – – –
2 3
4
5 6